Financial Planning Warrington


Inheritance Tax Planning

So......... you work hard all your life, paying all the different types of taxes required, and just when you close your eyes to depart this world, wanting to pass your hard-earned assets onto your loved ones, the Government step in again and decide they want a slice.

The slice they want though is a rather large one. Any asset you own over the current Nil Rate Band of £325,000 2021/2022 is taxed at 40%. This is stated to be one of the most overpaid taxes in this country, and the one where there are the most options with.

Would you be happy for your family not to receive 40% of your hard work?? What do you want to do about it? This is something I can help with. Just by planning in advance you can avoid a good part of this tax.